PHTUX Mutual Fund Analysis & Holdings | MarketXLS

PHTUX Mutual Fund

NAV$20.40

AUM$75M

TER0.36%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PHTUX Mutual Fund

NAV$20.40

Principal LifeTime Hybrid 2050 Fund Institutional

AUM$75M

TER0.36%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PHTUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PHTUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHTUX Mutual Fund Overlap Analysis

PHTUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PHTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PHTUX may share significant positions with broad-market funds.

PHTUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PHTUX tax-loss harvesting finds highly correlated but non-identical funds.